Supported the largest and most trusted independent provider of fully compliant retirement plan distribution services in the United States, which include managing over 9 state geographic sales territories to effectively market PenChecks retirement plan distribution services, missing participant auto-rollover IRA’s, uncashed check services, and pension benefit payment processing services.✔ Generated substantial year-over-year growth by effectively planning and directing activities of regional operations, and sales and marketing campaigns. Guided leadership teams on action plans to meet operational and financial goals.✔ Built solid relationships with C-level executives, business owners, and department leaders in sales and consultative selling roles with clients, including banks, financial advisors, retirement plan third-party administrators, CPA firms, and attorneys.✔ Increased sales territory production year over year by 60% over 5 years by executing strategic market plans, facilitating team communication with clients, extensively managing sales performance, and leading new initiatives.✔ Worked closely with financial advisors and consultants to design, grow, and retain the best retirement plans, which led to positive outcomes for both the sponsor and participants. Drove solutions to achieve assigned sales targets.✔ Articulated key partnerships across multiple channels and market segments to grow territories, expand opportunities, and maximize profitability. Managed relationships with high-value clients, attaining 100% of sales goals in 2018, 2020, and 2021.

Contributed to a widely recognized FinTech company by managing 11 state geographic sales territories to market Relius retirement plans and employee benefits line of documents and software to financial institutions, insurance companies, third-party administrators, attorneys, and CPA’s. Leveraged deep industry knowledge in selling highly rated software and services to new business accounts.✔ Increased revenue and profit within the assigned territories through share growth. Acquired business through proactive customer contact, which resulted in penetrating target accounts and exceeding annual quota targets.✔ Built strong relationships with C-level executives and department heads in a consultative selling role with Relius Administration Compliance and Recordkeeping software, Relius Documents software, and Managed Services business process outsourcing.✔ Demonstrated customer advocacy by emphasizing features/benefits of relevant FIS’ software and service offerings, which meet specific clients’ needs. Identified buyer motivations across various client bases and levels to expand potential revenue.✔ Utilized strong lead generation capabilities to penetrate clients at all levels of the organization, including C-suite and senior management. Built and maintained the highest level of customer satisfaction in FIS’ targeted enterprise accounts.✔ Managed high-volume transactions ranging from small to large sales opportunities, including the development of new accounts and expanding existing ones. Contacted prospective customers to sell targeted FIS products and services.

Acted as an essential resource and subject matter expert in training programs consistent with corporate policies, procedures, and strategies for branch and corporate employees, emphasizing mortgage business. Led the assessment of training needs across multiple channels, training material development, and business-specific training initiatives.✔ Coordinated plans and programs to meet training needs, resolve training-related issues and incorporate various presentation methods and applications to adapt to multiple learning styles. Partnered with SMEs in different areas to obtain training content.✔ Provided assessments and feedback to learners to improve readiness in a live production environment. Applied department policies and procedures to support the development of training material, such as participation guides, job aids, and curriculums.✔ Documented learning objectives and content in line with instructional learning objectives, which resulted in establishing and facilitating effective training for participants. Facilitated learning through classroom instruction, virtually, and through webinars.✔ Drove strategic engagement with PNC Mortgage and facilitated new hire Loss Mitigation Class for new service center in Jacksonville, FL. Conducted comprehensive needs analysis to ensure training fulfills the needs and objectives of the company.✔ Measured the effectiveness of training programs and materials to ensure optimal results, which included developing and maintaining appropriate curricula, identifying areas of improvement, and recommending enhancements to current processes.

Monitored large-scale projects at the national level for critical accounts, which included monitoring project progress, consolidating performance indicators at the federal level, and ensuring the availability of the most recent technical and project documentation. Ensured project requirements, deadlines, and schedules were on track, which resulted in establishing effective project communication and driving project success. ✔ Marketed K-12 web-based supplemental curriculum software to school districts nationwide. Coordinated with cross-functional team members to ensure all parties were on track with the project requirements, deadlines, and schedules.✔ Assisted in developing Educational Tools University, an online suite of professional development courses for K-12 teachers and administrators nationwide. Conducted post-project evaluation and identified successful project elements.✔ Prepared status reports by gathering, analyzing, and summarizing relevant information. Ensured that all project activities taken under the program were developed with detailed operational plans and budgets for the smooth implementation of projects. ✔ Monitored the implementation methodology for its efficiency regarding inputs and verifiable results. Ensured high quality and timely production of all deliverables through the design and implementation of projects as per annual plans and budgets.✔ Led the communication plans and proper execution of programs, which included keeping stakeholders up to date throughout the project. Organized change requests to ensure all parties were informed of the impacts on schedule and budget.

Demonstrated exceptional aptitude in managing a high volume of clients daily, amplifying customer satisfaction and retention. Responded to requests, analyzed customer concerns, and provided practical solutions through various mediums, including telephone, email, and chat. Resolved complaints professionally and reported them to senior management.✔ Marketed Relius retirement plan and employee benefits line of documents and software to financial institutions, insurance companies, third-party administrators, attorneys, and CPA’s. Introduced new company products and services to existing clients.✔ Selected to market plan document outsourcing service to Relius’ larger, high-volume clients. Provided services using many technologies, including Lotus Notes, MS Office Suite, Repository Technologies, Inc., Salesforce.com, and WebEx.✔ Prospected and conducted sales meetings with key business executives and directors, which led to increasing sales lead pipeline and conversion to new clients. Created and executed sales plans for targeted penetration of diverse markets.✔ Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows. Kept up-to-date knowledge of current products and services to best serve clients, maximize sales potential, and drove revenue streams.✔ Boosted business results by effectively managing branches' assigned territory, developing business opportunities with existing, developing new accounts, and adapting the latest technologies to ensure efficient and effective management.

Collaborated with instructional design and development teams to actively deploy educational solutions, developed innovative and flexible training approaches, and recommended actions aligned with business strategies and goals. Utilized various systems, including Lotus Notes, CWBC, Microsoft Word and Excel, PowerPoint, Internet and Intranet, WebEx, Intercall, and various Countrywide internal systems.✔ Spearheaded developing, implementing, and improving over-training programs throughout the East Coast, including determining business needs and building curriculum to support the best learning experiences.✔ Utilized consulting framework paired with training and development principals to continuously improve the overall health and effectiveness of the organization through various methods, tools, and techniques impacting business results.✔ Developed, updated, and delivered new hire sales training for east coast sales staff, which included providing ongoing support and coaching to the Sales staff. Facilitated advanced mortgage sales techniques class for sales staff throughout the United States.✔ Delivered monthly WebEx teleconference classes to Sales and Operations staff throughout the United States. Managed and oversaw the design and delivery of learning and development strategies through suitable delivery channels and methods.✔ Displayed outstanding skill in identifying business needs, analyzing current and emerging issues, influencing solutions, and responding to various training scenarios, achieving maximum effectiveness, efficiency, and performance.

Ensured long-term success by developing efficient systems for collected performance information, analyzed cross-functional performance data, presented statistical performance analysis and recommended solutions to streamline current processes. Led the overall training and development of Washington Mutual Bank’s employees to support and maintain optimal performance. ✔ Leveraged organizational objectives and performance standards in enhancing company efficiency, productivity, performance, and effectiveness. Participated in the development of training materials, hiring standards, and new processes to drive growth.✔ Pioneered developing, updating, and delivering training materials to new and established Loan Officers and Processors, which included implementing organization-wide training strategies and promoting a learning culture in the bank’s workforce.✔ Provided strategic direction and support to all staff, ensuring the organization's and the position's goals were addressed appropriately. Ensured availability of resources, assessed survey data, and prepared process improvement recommendations.✔ Delivered sales new hire and product-specific training to Loan Officers in Chicago and Los Angeles. Led ongoing floor support to sales and production areas to ensure efficient workflows. Aided in interviews to help hire managers to select the best talent.

Led the evaluation of creditworthiness by processing loan applications and documentation within specified limits and agreed policies. Provided consultative solutions in selecting products and services to meet clients’ needs based on their preferences, requirements, and capabilities. Analyzed credit reports, income documentation, and assets to provide solution-based products for each client.✔ Interviewed many applicants to determine financial eligibility and feasibility of granting loans, which resulted in the successful processing and approval of loans. Communicated with clients to request and provide relevant information. ✔ Analyzed active loan files regularly and recommended solutions to speed up the loan process in line with laws and regulations and adhere to lending compliance guidelines.